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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
210 N. 2Nd East Suite 101, Mountain Home, ID 83647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Mountain Home | ID | 02/2005 | 07/2021 |
| Various Insurance Carriers Of W & R Insurance Agencies | Mountain Home | ID | 11/2005 | 07/2021 |
| Lpl Financial Llc | Mountain Home | ID | 07/2021 | Present |
VARIOUS INSURANCE CARRIERS OF W & R INSURANCE AGENCIES 545 SOUTH 10 EAST MOUNTAIN HOME, ID 83647, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT, START: 11/2005 TO PRESENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-16 |
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